Joshua Mellberg
Joshua Mellberg is a registered investment advisor at Secure Investment Management, LLC, based in Tucson, AZ, with 19 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 825 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Secure Investment Management's annual investment management fee is negotiable and ranges from 0.5% to 1.5% of the total value of your investments. The fee is calculated each quarter based on the value of your account on the last business day of the previous quarter. Some legacy clients may have a fee structure ranging from 0.50% to 2.00%. Clients engaged on or after 03/01/2022 are charged a flat fee of no greater than 1.50%.
Location
3067 W. Ina Road, #125, Tucson, AZ, 85741
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2010Customer Dispute
March 2010Customer Dispute
September 2009Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Joshua owns JD Mellberg Financial, LLC, which provides insurance marketing, product development, lead generation, and insurance sales (fixed annuities and life insurance), taking up nearly all of his time. He also manages 3067 West Ina Road, LLC (commercial rental property) and Insurance Marketing Solutions, LLC (insurance sales and lead generation), and SIM Assets LLC (e-commerce), dedicating minimal time to each.
Employment History
Current Registrations
Secure Investment Management, LLC
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.